Besides a variety of different evaluation methods available in Planbox, we are proud to present to you the new evaluation methodology H2H. Planbox is The Only vendor to offer this unique solution that is another reason why Planbox has disrupted the innovation marketplace and ranks as #1.

Developed by an MIT Scientist, it is a mathematically and scientifically sound method to evaluate a large number of ideas, opportunities, and insights.


  • The algorithm allows you to come to a conclusion by having as few as  5 evaluations on a single idea. This means it drastically reduces evaluation time, effort, and resources.

  • Head to Head allows you to compare a number of ideas at random but unlike the Pairwise methodology that cannot scale beyond 10 choices, you can literally compare thousands of ideas very quickly. You have the ability to define the business criteria you want to use to compare these ideas and then use a sliding scale to decide which criteria have more importance as you perform your analysis.

To learn more about the different types of voting and evaluation methodologies within Planbox, please download The Following Guide

Now, let’s look at the functionality in more detail.

Configuration - Challenge

Within the challenge “edit” mode, click on the H2H tab to identify individual reviewers or groups of reviewers you would like to involve in the evaluation process of the given challenge. The users will be automatically notified by email, mobile, slack, and/or internally within Planbox that it is time to participate in the review process.

Then, you can configure specific criteria of evaluation, that may differ from the default one depending on the challenge.

For example, a risk to the business, financial impact, alignment with strategy, or ease of deployment.

Now that the configuration is complete, let’s initiate the H2H for that challenge.

Initiate Head to Head – Challenge

Click on the challenge for which you’d like to initiate the H2H, and simply click on “Initiate Head to Head” to start the evaluation process.

The multiple criteria in play allow you to compare, sort, rank, and prioritize ideas and come to different conclusions and pursue different outcomes.

Now that we have gone over the evaluation process, let’s review the results.

Head to Head Session – Challenge

Click on the challenge for which you’d like to review the results, and simply click on “Head To Head Sessions”.

This tool enables Planbox to do the prioritization of concepts or projects for you.

The leftmost column shows the overall weighted score (a number from 100 to 0) colored red (“hot”) to blue (“cool”). The center columns show the scores for each idea against the various factors (the sliders in the review process). Idea author name and title complete each row; the idea can also be shown by clicking on the title to reveal the idea.

The sliders above the big table encourage you to explore your data. They default to equal weight across factors but it’s easy to change by simply moving the sliders left or right. The large table recalculates the overall weighted score to reflect the choices.

Clicking any total score circle highlights it, and this highlight stays with the idea no matter how the weighting is changed.

We can also look at the results in a chart by clicking on the “Show Chart” button. H2H gives you the ability to make decisions with complex information across multiple factors by using the 2×2 charts. The 2×2 Charts also reflect the weighting selections made in the sliders.

You can look at selected ideas in more detail, you can change your X & Y axis depending on your desired focus, you can play with color options based on the criteria of importance as well as size to further emphasize some of the concepts of interest for further discussion.

Now let me walk you through some additional useful options:

  1. Reset Sliders

  2. More Tools

  3. Change Status

  4. Clear Selected

  5. Show Selected Only

You have probably also noticed additional tabs above the sliders. Let me quickly explain what each tab represents:

  1. Factors: Passion is how widely (comfort level) the user has swung the slider. Which factor has the highest influence on the total score?

  2. Progress: Planbox is capable of showing the review progress to help you determine how many reviews you need to achieve a good tradeoff between minimum reviewer effort and maximum accuracy and reliability of the ranking

  3. Backtrack: how many comparisons a single idea has had, which gives more confidence in the review process

  4. Reviewers